Thread

1. gradus_ad · 1790701889 · focus · HN ↗

   Ominous for the industry and investors that token price is becoming the main battleground. Could be Anthropic's rationale for IPOing this year.

   1. mixdup · 1790702708 · focus · HN ↗

      Another piece of evidence on the pile that the sudden panic and desire to "slow down" is because they're hitting the plateau on capability

      Which, honestly, is fine. A lot of juice to squeeze in efficiency and even if models got zero more capable, making the capability that is already here cheaper is a huge win for everyone (except Nvidia)

      1. xienze · 1790703538 · focus · HN ↗

         > sudden panic and desire to "slow down" is because they're hitting the plateau on capability

         I don't think that's the motivation, it's because both companies want to IPO and the _only_ way to even hope to be profitable is to do a whole lot less training, which costs a fortune. But unless Chinese labs go along with this gentleman's agreement (they won't), slowing down on training will bring about the inevitable Chinese model parity date more rapidly. At which point the game is well and truly over for OpenAI and Anthropic. Bit of a pickle they've gotten themselves into with the emphasis on being best, with premium prices to match.

         1. redanddead · 1790704068 · focus · HN ↗

            The game is already over

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